MJP Associates’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,572
| Closed | -$205K | – | 133 |
|
|
2022
Q2 | $205K | Sell |
2,572
-1,090
| -30% | -$86.9K | 0.06% | 128 |
|
|
2022
Q1 | $311K | Buy |
3,662
+1,048
| +40% | +$89K | 0.08% | 107 |
|
|
2021
Q4 | $205K | Buy |
+2,614
| New | +$205K | 0.06% | 148 |
|
|
2021
Q3 | – | Sell |
-3,196
| Closed | -$235K | – | 145 |
|
|
2021
Q2 | $235K | Buy |
3,196
+21
| +0.7% | +$1.54K | 0.08% | 120 |
|
|
2021
Q1 | $241K | Sell |
3,175
-734
| -19% | -$55.7K | 0.1% | 108 |
|
|
2020
Q4 | $294K | Buy |
+3,909
| New | +$294K | 0.12% | 91 |
|